Women's Financial Health and Well-Being Workshops 2023
September 11, 2023 @ 11:30AM — October 2, 2023 @ 8:00PM Pacific Time (US & Canada)
Community Foundation Epicenter: 440 San Benito St Hollister, CA 95023 Get Directions
Come learn the tools to be in control of your financial well-being.
EVENT DETAILS:
A three-part series on September 11th, 18th, and October 2nd from 11:30AM to 1:00PM or 6:00PM to 8:00PM.
Food and Beverages will be provided.
WHAT YOU WILL LEARN:
Tax saving strategies and how to read a tax return.
With Shannon Wilkinson, CPA
Advanced topics in Investing.
With Alexis Winder, Financial Advisor/ Edward Jones
Advanced Estate Planning, Family Trusts and Asset Protection for you and your family.
With Marla Pleyte, Estate Planning Attorney
YOU SHOULD ATTEND THIS WORKSHOP IF YOU:
- Are working and want to assess your financial status and preparation for retirement
- Are newly responsible for handling your finances and feeling overwhelmed.
- Are nearing retirement and feeling unprepared.
- Want to acquire the tools and confidence to take control of your financial well-being both now and in the future.